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Putney Financial Group’s iShares Gold Trust IAU Stock Holding History

Putney Financial Group’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2
Closed -$125 – 166
2025
Q2 		$125 Hold
2
– – ﹤0.01% 292
2025
Q1 		$118 Hold
2
– – ﹤0.01% 279
2024
Q4 		$99 Buy
+2
New +$100 ﹤0.01% 302

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Putney Financial Group's IAU Position: Q3 2025 in Review

Putney Financial Group sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 2 shares — an estimated $125 sold.

Putney Financial Group first reported a position in IAU in Q4 2024 and held it in 3 quarters. The position peaked at $125 in Q2 2025. 1,711 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • Putney Financial Group reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 2 iShares Gold Trust shares in Q3 2025, an estimated $125.
  • Putney Financial Group first reported a position in iShares Gold Trust in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's iShares Gold Trust position peaked at $125 in Q2 2025.
  • 1,711 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.